Client Experience & Tax Services Associate

Jackson Hewitt Tax Service Inc.; Roanoke (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Advancement opportunities

Wellness resources

401(k)

401(k) matching

Company events

Employee discounts

Flexible schedule

Tax training

PTIN registration

Education reimbursement

Job summary

Jackson Hewitt Tax Service Inc. in Texas is seeking a Client Service Associate to be the friendly face for clients and provide essential support during the tax process.

You will engage with clients, confirm appointments, follow up with prospects, prepare tax returns, and help distribute marketing materials while learning how to answer tax questions and guide clients through the interview process.

Qualifications

• Strong interpersonal and communication skills.
• Experience in a fast-paced retail environment.
• Basic computer proficiency and ability to troubleshoot.
• Prior customer service or sales experience preferred, but not required.
• Willingness to learn and grow in a customer-focused role.

Responsibilities

• Engage with clients and confirm appointments.
• Follow up with past and potential clients.
• Prepare tax returns.
• Distribute marketing materials and keep clients engaged during wait times.
• Explain taxes and walk clients through the tax interview process.

Skills

Interpersonal skills

Communication skills

Customer service experience

Sales experience

Job description

Jackson Hewitt Tax Service Inc. in Texas is seeking a Client Service Associate to be the friendly face for clients and provide essential support during the tax process.

You will engage with clients, confirm appointments, follow up with prospects, prepare tax returns, and help distribute marketing materials while learning how to answer tax questions and guide clients through the interview process.